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Equibles

Simplicity Wealth,LLC

Position in PMM — Franklin Managed Municipal Income Trust

CIK 1913243 SUMMIT, NJ
Back to PMM Full portfolio

Position in PMM

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$78,480
+$4,680 QoQ
Shares Held
12,000
0.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#61
of 87 holders
Holding Since
Mar 2026
2 quarters on record

Common Shares in PMM Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $12,815,950 across 19 Asset Management names. PMM ranks #18 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSLV
Sprott Physical Silver Trust
 109,019 $2,057,188
2 CEF
Sprott Physical Gold & Silver Trust
 45,623 $1,835,413
3 PFN
PIMCO Income Strategy Fund II
 171,386 $1,221,982
4 OWL
Blue Owl Capital Inc.
 123,675 $1,082,156
5 BX
Blackstone Inc.
 9,065 $1,066,678
6 PHYS
Sprott Physical Gold Trust
 34,877 $1,052,239
7 BLK
BlackRock, Inc.
 944 $907,712
8 DXYZ
Destiny Tech100 Inc.
 23,186 $597,271

All Filings in PMM

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $78,480 12,000
2026-03-31 $73,800 12,000